Jotform Salesforce Agent
Salesforce Agent
Media Kit
Salesforce Agent helps businesses provide accurate, action-oriented support using CRM data. Whether you’re updating records, creating leads, or answering customer questions, your agent works hand in hand with Salesforce to deliver fast, consistent support.
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Discover Salesforce Agent
Salesforce Agent is built for teams managing customer relationships, sales operations, and service requests. It enables faster actions, automates routine tasks, and delivers accurate responses, all while keeping CRM data reliable and connected.
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Automate Salesforce tasks
Let your agent create, update, and retrieve Salesforce records instantly. From new leads to service cases, your agent keeps data accurate and your workflows running.
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Reliable answers, powered by your data
Your agent uses Salesforce Knowledge and connected data to deliver consistent, trustworthy answers to reduce confusion and manual updates.
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Use your agent anywhere
Add your Salesforce Agent to Experience Cloud sites or any website. You can also share it as a standalone chat link so customers can easily get help wherever they are.
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